Bradley Kellen, CFP®
As co-founders of FairWay Financial, David Reid and Bradley Kellen have proudly built a successful independent financial planning business in Matthews, NC.
Under their mission to ‘Serve our trusted relationships with leadership and thoughtful guidance. To confidently guide those relationships on a path where ambitions are fulfilled’, David & Brad provide financial guidance, counsel and leadership to the relationships they serve.
Using a team driven approach, Brad and David work with clients living in Matthews, Charlotte, the state of North Carolina and beyond. Those relationships stretch from Florida to New York and Georgia to California. Their financial planning process combined with an excellent technology suite allows for those long-distance relationships to be served just as effectively as those who visit the office in Matthews.
Brad spent his first five years in the financial planning business with Ameriprise Financial, before starting his own independent financial planning practice with LPL Financial in 2009. In 2015 Bradley co-founded FairWay Financial with the intentional purpose to serve his clients so that they can achieve their unique dreams and aspirations.
Brad has also achieved the highest designation in the financial planning industry, becoming a Certified Financial Planner, CFP® also in 2015. This prestigious designation is attained by only 20% of all financial advisors.
He received a BS in Business Administration from the University of North Carolina at Charlotte and spends his spare time with his wife Katrina, sons Nicholas and Noah. He also volunteers his time as a Boy Scouts leader.
Brad and David both hold the FINRA Series 7 & 66 licenses which dictate they must act to a fiduciary standard for their clients.
David was born and raised in Scotland, which helps shape his investment philosophy as he brings his Scottish heritage of thrift and hard work to benefit each and every client. He moved to the US in 2004 and also began his career at Ameriprise Financial. In 2007 he progressed to opening his own independent practice, before launching FairWay Financial in 2015.
Since 2008 David has called Matthews, NC home. He is a dedicated family man with wife Gretchen and daughters Abigail and Rebecca. In his time away from the office David is an enthusiastic low-handicap golfer and member at Pine Lake Country Club in Mint Hill.